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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
826
Fiduciary Trust
Massachusetts
$1.02M -$562K -5,082 -37%
MK
827
MASTERINVEST Kapitalanlage
$1.02M – – –
CFMC
828
Curbstone Financial Management Corp
New Hampshire
$1.02M -$71.9K -650 -7%
LAM
829
Lountzis Asset Management
Pennsylvania
$1.02M -$5.64K -51 -0.6%
FNFDCM
830
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.02M -$15.5K -140 -2%
TFA
831
Transamerica Financial Advisors
Florida
$1.01M -$14.5K -131 -1%
TCPW
832
Twin City Private Wealth
North Carolina
$1.01M +$37K +334 +4%
TTWM
833
TCV Trust & Wealth Management
Virginia
$1.01M – – –
HPC
834
HM Payson & Co
Maine
$1.01M -$135K -1,221 -12%
PBK
835
Peoples Bank (Kansas)
Kansas
$1M -$26.6K -240 -3%
SS
836
Sunbelt Securities
Texas
$1M – – –
CIC
837
Crawford Investment Counsel
Georgia
$1M +$996 +9 +0.1%
TMC
838
Themes Management Co
Connecticut
$999K +$952K +8,604 New
I
839
INVST
Indiana
$996K -$42.8K -387 -4%
OWA
840
Outlook Wealth Advisors
Texas
$994K -$323K -2,917 -25%
FIA
841
Foundations Investment Advisors
Arizona
$992K -$104K -939 -10%
WOSD
842
WFA of San Diego
California
$990K -$23.1K -209 -2%
QI
843
Qtron Investments
Massachusetts
$986K – – –
SFS
844
Summit Financial Strategies
Ohio
$984K – – –
CA
845
Clearstead Advisors
Ohio
$982K +$734K +6,635 +364%
JWM
846
Jeppson Wealth Management
California
$981K -$1.11K -10 -0.1%
SFS
847
Sowell Financial Services
Arkansas
$980K +$664 +6 +0.1%
IC
848
Inscription Capital
Texas
$978K +$11.3K +102 +1%
HIA
849
Harbor Investment Advisory
Maryland
$973K -$14.7K -133 -2%
MGIA
850
Moneta Group Investment Advisors
Missouri
$969K +$191K +1,730 +26%
32 33
34
35 36